Disciplined Growth Investors Inc /MN
$4.9B Assets Reported
63 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GRMN | GARMIN LTD SHS | 1,331,441 | $309M | 6.3% |
| PLXS | PLEXUS CORP COM | 1,494,619 | $303M | 6.2% |
| P | EVERPURE INC CL A | 4,666,777 | $276M | 5.6% |
| EXE | EXPAND ENERGY CORPORATION COM | 2,373,302 | $261M | 5.3% |
| VSAT | VIASAT INC COM | 5,660,688 | $259M | 5.3% |
| CTRA | COTERRA ENERGY INC COM | 6,395,098 | $225M | 4.6% |
| ANET | ARISTA NETWORKS INC COM SHS | 1,810,993 | $222M | 4.6% |
| CGNX | COGNEX CORP COM | 4,322,075 | $212M | 4.3% |
| AKAM | AKAMAI TECHNOLOGIES COM | 1,658,792 | $191M | 3.9% |
| SMTC | SEMTECH CORP COM | 2,206,748 | $170M | 3.5% |
Track Disciplined Growth Investors Inc /MN's 13F portfolio: $4.9B in reported holdings, 63 positions. Top holdings, AUM, and quarterly changes on SentiSense.